IA
Inspire Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
38,948
+19,281
| +98% | +$1.5M | 0.31% | 47 |
|
|
2025
Q1 | $1.6M | Sell |
19,667
-4,743
| -19% | -$386K | 0.19% | 88 |
|
|
2024
Q4 | $2.2M | Sell |
24,410
-1,334
| -5% | -$120K | 0.27% | 45 |
|
|
2024
Q3 | $1.6M | Buy |
25,744
+8,335
| +48% | +$518K | 0.19% | 80 |
|
|
2024
Q2 | $931K | Buy |
17,409
+5,579
| +47% | +$298K | 0.12% | 112 |
|
|
2024
Q1 | $704K | Buy |
11,830
+4,287
| +57% | +$255K | 0.1% | 143 |
|
|
2023
Q4 | $448K | Buy |
7,543
+548
| +8% | +$32.6K | 0.07% | 204 |
|
|
2023
Q3 | $294K | Buy |
6,995
+1,155
| +20% | +$48.5K | 0.05% | 212 |
|
|
2023
Q2 | $298K | Buy |
5,840
+504
| +9% | +$25.7K | 0.06% | 174 |
|
|
2023
Q1 | $311K | Buy |
5,336
+1,005
| +23% | +$58.6K | 0.07% | 106 |
|
|
2022
Q4 | $240K | Buy |
4,331
+1
| +0% | +$55 | 0.06% | 136 |
|
|
2022
Q3 | $232K | Sell |
4,330
-3
| -0.1% | -$161 | 0.06% | 95 |
|
|
2022
Q2 | $249K | Buy |
+4,333
| New | +$249K | 0.07% | 61 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$67K | – | 254 |
|
|
2020
Q4 | $67K | Buy |
+300
| New | +$67K | 0.03% | 198 |
|